Our Services

Financial Planning

We take a holistic approach to financial planning putting our fiduciary responsibility paramount in our relationship. We offer comprehensive solutions…

Investment Management

We believe a financial plan is only as sound as the investment decisions made in support of it. Our Wealth…

Consulting

We provide sophisticated financial insight and service to institutional clients looking for independent and non-biased guidance. Operated under the supervision…

Insurance

We are your insurance advocates. We leverage our in-depth understanding of the underwriting process and access to proprietary products as…

Planning Tools

Our clients have access to our suite of online financial planning tools including account aggregation, financial plan development, and what-if…

Get Started

Let us help you develop a plan to achieve your financial goals by scheduling a meeting with one of our advisors.…

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Madison & Main News

News

Washington Update with Andy Friedman

Proposed changes to tax legislation could have significant market and economic impacts. In this special legislative session, Washington insider Andy Friedman discusses what proposed tax changes could mean for retirement…

Nov 23 , 2021 Madison & Main Advisors
News

Saving for Retirement

It’s never too early to start saving for your retirement – but it can be too late. Find out why you need to start saving for your retirement now in…

Sep 24 , 2021 Madison & Main Advisors
News

Not Your Father’s Retirement

Retirement planning today looks a lot different than it did for your parents. Your goals are different and you have more options than ever -- which can be overwhelming when…

Jun 2 , 2021 Madison & Main Advisors
News

Preparing for Tax Changes on the Horizon

Recorded April 15, 2021 Tax increases on the horizon are set to impact the wealthiest Americans, but several proposals being considered in Washington could force people of more modest wealth…

May 12 , 2021 Madison & Main Advisors
News

Planning for College

Watch our resident College Planning expert discuss planning financially for College. Call or email Charles Schroeder if you would like to learn more.

May 3 , 2021 Madison & Main Advisors
News

Hedging Rising Taxes with Overfunded Life Insurance

Gary Borowiec was recently featured in Financial Advisor magazine writing on the topic Hedging Rising Taxes with Overfunded Life Insurance. See the full article on their website here: https://www.fa-mag.com/news/hedge-rising-taxes-with-overfunded-life-insurance-60916.html?section=

Apr 26 , 2021 Madison & Main Advisors
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